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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,298 | $34,316+17.4% | $74,719-46.1% | $72,983-44.8% |
| Participation rate | 19.2% | 42.4%-23.2pp | 54.5%-35.2pp | 69.5%-50.3pp |
| Annual return | 30.76% | 26.58%+4.2pp | 753.05%-722.3pp | 81.01%-50.2pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $604 | $1,272-52.5% | $1,963-69.2% | $3,608-83.2% |
| Admin fee / account holder | $801 | $2,125-62.3% | $3,334-76.0% | $5,124-84.4% |